MC

Moors & Cabot Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.39M
3
+$1.25M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
NWL icon
Newell Brands
NWL
+$1.13M

Top Sells

1
+$2.34M
2
+$2.02M
3
+$1.86M
4
SBUX icon
Starbucks
SBUX
+$1.34M
5
WFC icon
Wells Fargo
WFC
+$974K

Sector Composition

1 Healthcare 13.6%
2 Energy 12.22%
3 Technology 11.9%
4 Industrials 11.02%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.16%
19,055
+1,075
152
$1.24M 0.16%
66,813
-1,638
153
$1.23M 0.16%
13,975
-345
154
$1.22M 0.16%
32,504
-1,385
155
$1.21M 0.16%
125,085
-2,495
156
$1.2M 0.16%
9,062
+1,845
157
$1.19M 0.16%
56,357
+1,261
158
$1.19M 0.16%
12,767
-425
159
$1.19M 0.16%
12,390
+1,842
160
$1.17M 0.15%
66,394
+1,826
161
$1.15M 0.15%
3,301
-52
162
$1.15M 0.15%
33,090
163
$1.14M 0.15%
11,848
-26
164
$1.14M 0.15%
7,264
-116
165
$1.13M 0.15%
10,684
+1,291
166
$1.13M 0.15%
7,382
+50
167
$1.13M 0.15%
7,241
+2,795
168
$1.11M 0.15%
45,604
+1,800
169
$1.1M 0.15%
8,059
+45
170
$1.1M 0.15%
106,468
171
$1.1M 0.14%
113,850
-3,450
172
$1.1M 0.14%
19,281
+25
173
$1.09M 0.14%
67,354
-936
174
$1.09M 0.14%
6,816
+1,944
175
$1.09M 0.14%
36,625
-2,800
5 6
7
8 9